WeDid: Salesforce and Saasu Integration With Multiple Currency And File
May 29, 2014 /
Posted in We Did
Challenges
The customer uses Salesforce to track sales opportunities and Saasu as their accounting system. Multi-currency is enabled in Salesforce to track the sales from different transactions. In Saasu, they will track the financial records for each transaction entity located in Australia, New Zealand and Singapore using multiple files.
The transactions need to be manually created in Saasu according to the entity. See the following diagram for illustration:
Solution:
| Purpose | Automate the invoice creation to multiple Saasu files based on the allocated entity for the SF Opportunity contact role |
| Applications | Saasu salesforce.com CRM |
| Versions | Saasu Salesforce |
| Tool | RIO Salesforce-Saasu Sync (HTTP Callout and SF managed package) |
| Information | Salesforce Contacts > Saasu Contacts Salesforce Opportunity > Saasu Order/Invoice Saasu Payment > Salesforce Opportunity |
| Data Formats | XML |
| Volumes | < 15/day |
| Process | When an Opportunity is ready to be synced to Saasu, user can execute the creation via sync button. Contact and order/invoice are created in Saasu. |
| Schedule | Manual |
| Error Handling | All errors are handled and displayed inside Salesforce. |
| Complexity | Medium |